Join National Bank's Wealth Management team as an Associate in a flexible hybrid work setting. Be pivotal in delivering outstanding client service alongside experienced wealth advisors.

This associate role is designed for detail-oriented professionals ready to make a difference in clients' financial experiences. You will liaise between clients and advisors while handling transaction activities and managing appointments. This position lays the groundwork for your career in wealth management through substantial collaboration.

Key Responsibilities
Facilitate communication among clients, advisors, and collaborators
Deliver superior customer service across all communication channels
Prepare client account analyses to assist advisors




Manage investment account transactions meticulously
Coordinate and schedule client meetings for advisors

Requirements:
College diploma in a relevant field
At least one year of experience in customer service or banking
Familiarity with Microsoft Office applications
Solid organizational skills for managing priorities
Critical thinking and problem-solving capabilities

Harness your interpersonal skills and organization to thrive in a rewarding wealth management setting.

📌 National Bank Wealth Management Associate Saguenay
🏢 National Bank of Canada
📍 Saguenay